Harness for Employers

Offer a competitive, holistic financial wellness benefit to help your employees with their equity, retirement, and tax planning needs.

Do more with your finances

A sophisticated financial strategy across investments, tax, and estate planning.

Relevant personal advising

Experienced advisory firms who know your industry and your goals.

Your time is valuable

A thoughtful, seamless online firm evaluation process and concierge service.


How it works

Harness Wealth has curated the best financial and tax advisory firms from across the country. We connect employees to the ones with experience custom to their needs and provide a modern, digital evaluation process to help them in their search.

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    Employees complete their free profiles to let us know their financial goals, preferences, and major upcoming milestones.


    Employees receive personalized recommendations about which financial and tax services they need and referrals to firms that are the most well-suited to them.


    Advisor meetings can happen over video, phone, or in person. Employees can decide which firm(s) they’d like to move forward with with assistance from a concierge.

First year fee guarantee

Employees will not be charged an additional fee by Harness Wealth or our firms for using our service.

We also guarantee a 100% refund on first year fees if they are dissatisfied with their firm or advisor.
Terms and Conditions Apply.


Harness for Employers Council

Jess Yuen

Jess Yuen is an advisor, expert-in-residence, mentor, and coach to tech CEOs, People/HR leaders, and VCs. She formerly served as Chief People Officer at Gusto and Couchbase, and began her career at McKinsey, Yahoo!, and Khan Academy. Jess holds engineering degrees from UC San Diego and Stanford.

Harness for Employers Council

Katelin Holloway

Katelin Holloway is an investor passionate about helping founders build scalable, diverse, and inclusive cultures. She’s spent a decade building teams as a senior People & Culture executive at Pixar, Klout, Whil, Reddit, and Lattice. She is currently a founding partner Seven Seven Six VC, which she started with Alexis Ohanian.

Our Council helps develop the Harness for Employers offering by providing HR, leadership, and compliance expertise. This helps us keep our services up-to-date and in line with the changing employee benefit landscape and financial wellness needs of employees.

Harness for Employers newsletter

A quarterly newsletter for HR teams on financial wellness and tax-related information for the tech industry, with articles that you can pass on to your employees.